Factset Getting Started Guide

Factset Comps

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Factset

What is Factset?

Factset is a platform with an easy intuitive interface for research that combines many different sources of analytics and data in order to facilitate monitoring of both public and private companies, global markets and equity and fixed income portfolios.

What Can I use Factset For?

Market and Portfolio Analytics: Real-time market data, prices, financials, earnings estimates, market research reports, and news in a customizable platform with charting and reporting capabilities for both equity and debt

Financial Content and Datasets: Includes data from many third-party data provides as well as Factset collected databases in all the main content categories in order provide both scope and coverage

Financial Screening: Ability to screen a large universe of securities and companies based on both financial and non-financial screening criteria

Integration with Microsoft Office for Market Data: Easily extract market data in standard formats to allow for easy creation of models and presentations.

For more information on the capabilities and offerings please visit theFactset Website

Factset Learning

Factset provides many tools for learning and training and they can all be accessed via the "Navigating Your Factset Workstation" page and under the "Learning Tools" and "Print Materials" Tabs.